SAG
CPSD

SageView Advisory Group’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

SageView Advisory Group’s Portfolio CPSD Stock Details CPSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$597K Hold
22,921
– – 0.02% 332
2025
Q3 		$585K Hold
22,921
– – 0.02% 352
2025
Q2 		$575K Hold
22,921
– – 0.02% 343
2025
Q1 		$548K Buy
+22,921
New +$555K 0.02% 330

Other funds holding CPSD

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $143M AUM
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SageView Advisory Group's CPSD Position: Q4 2025 in Review

SageView Advisory Group held its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) position steady in Q4 2025 at 22,921 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #332.

SageView Advisory Group first reported a position in CPSD in Q1 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold CPSD as of Q4 2025.

  • SageView Advisory Group held 22,921 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $597K as of Q4 2025.
  • SageView Advisory Group left its Calamos S&P 500 Structured Alt Protection ETF - December share count unchanged in Q4 2025.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #332 holding.
  • SageView Advisory Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q1 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.